Created AtFirst NameLast NameCompany/OrganizationTitleBadge Name/NicknameRegistrant Type
10/23/25, 7:41 AMClintPogemillerMWA Financial Services, Inc.President(not set)Speaker
1/28/26, 11:08 AMAdamPolletEversheds SutherlandAttorney(not set)Associate Sponsor
11/30/25, 5:27 PMAllenPorterMoney ConceptsSVP Business DevelopmentAllenFirm Member
1/9/26, 9:46 AMScottPorterInvescoSenior Strategic Accounts Manager(not set)Complimentary Sponsor Staff Badge
10/15/25, 10:53 AMJamiePriceOsaicPresident & CEO(not set)Past Board Chair
11/17/25, 10:30 AMLauraProcopioFidelity InvestmentsManager, Event Marketing(not set)Ambassador Sponsor
1/12/26, 10:03 AMRonPruittOrion Advisor ServicesPresident, Orion Wealth Management(not set)Complimentary Sponsor Staff Badge
12/17/25, 8:33 AMTamaraPullinFirst Command Financial Services, Inc.Vice President, Associate General Counsel(not set)Firm Member
1/9/26, 8:33 AMFrankPupoAdvisor360°SVP, Sales(not set)Complimentary Sponsor Staff Badge
12/17/25, 8:10 AMRussellPutnamFactRightCo-Chief Executive OfficerRussell PutnamComplimentary Sponsor Staff Badge
10/20/25, 7:00 PMMarkQuinnCetera Financial GroupDirector of Regulatory AffairsMarkSpeaker
1/6/26, 9:04 AMAlexRabinovichHalo InvestingGlobal Head of Sales(not set)Complimentary Sponsor Staff Badge
1/6/26, 8:59 AMMattRadgowskiHalo InvestingCEOMattAssociate Sponsor
1/26/26, 2:07 PMPatriciaRaffertyPrudential AnnuitiesVP, Strategic Relationship ManagementTriciaAssociate Sponsor
12/9/25, 5:53 PMRuthRafteryAdvanced Planning Educational Group, Inc.President(not set)Guest
12/22/25, 11:26 AMAbidRahmanCetera Financial GroupDirector, Tech Risk & BCP(not set)Speaker
12/23/25, 8:18 AMChrisRainvilleFidelity InvestmentsSenior Manager, Meetings & Events(not set)Complimentary Sponsor Staff Badge
12/11/25, 7:10 AMRachelRamosCapital GroupVice President, Strategic Relationship Manager(not set)Premier Sponsor
11/25/25, 7:58 AMKellieRechMWA Financial Services, Inc.Chief Compliance Officer(not set)Firm Member
10/14/25, 6:06 AMShannonReidOsaicPresident and Head of Advisor Growth and Engagement(not set)Board Member
1/12/26, 1:53 PMSanderResslerAscentix(not set)Sander ResslerComplimentary Sponsor Staff Badge
11/24/25, 12:45 PMDanaRhodesAxtellaChief Operating Officer(not set)Council Member
12/16/25, 12:05 PMAliciaRichBroadridgeHead of Client and Advisor Digital Engagement(not set)Complimentary Sponsor Staff Badge
11/20/25, 11:31 AMAndrewRicheGallagherSenior Claims Advocate(not set)Complimentary Sponsor Staff Badge
10/13/25, 5:39 AMKellieRichterFirst Command Financial ServicesExecutive Vice President, Chief Operating Officer(not set)Firm Member
10/2/25, 10:00 AMWesleyRiemondiATHENEVice President Business DevelopmentWesAssociate Sponsor
1/14/26, 12:36 PMChrisRileyRegEdSenior Sales ExecutiveChris RileyComplimentary Sponsor Staff Badge
10/30/25, 9:28 AMFrankRinaudoKuvareVice President, Channel Director(not set)Complimentary Sponsor Staff Badge
11/25/25, 8:02 AMSarahRindtThriventManager, Branch Examinations(not set)Firm Member
11/18/25, 11:50 AMFrankRispoliMML Investors Services, LLCHead of Wealth Management Finance(not set)Council Member
1/26/26, 2:08 PMMarianneRiveraWealthmanagement.comPublisher and Marketing ConsultantMarianne RiveraComplimentary Sponsor Staff Badge
10/7/25, 2:18 PMTammyRobbinsCambridge Investment Research, Inc.Executive Vice President, Chief Bus. Dev. Office(not set)Firm Member
12/18/25, 10:45 AMChristianRobertsDisability SpecialistsManaging PartnerChrisAssociate Sponsor
1/16/26, 7:12 AMMorganRobicheauxATS - ONLINETEST(not set)Council Chair
1/27/26, 7:57 AMHeatherRobidouxBlueprint Meetings and EventsIndependent Event Consultant(not set)Guest
11/25/25, 9:27 AMAnnRobinsonFarmers Financial Solutions, LLCChief Compliance Officer(not set)Speaker
12/16/25, 12:05 PMNicoleRocciBroadridgeSales Director(not set)Complimentary Sponsor Staff Badge
1/13/26, 12:55 PMGiancarloRoccoPraxis Distribution PartnersPresident(not set)Complimentary Sponsor Staff Badge
12/8/25, 2:27 PMPhilRogersonAssetmarkSVP, Head of RIA(not set)Complimentary Sponsor Staff Badge
10/30/25, 5:21 AMKreggRoozeCreative Financial Designs, Inc.Managed Accounts Director(not set)Firm Member
1/13/26, 1:05 PMShannonRosicWealthmanagement.com(not set)Shannon RosicComplimentary Sponsor Staff Badge
11/21/25, 9:57 AMJeremyRossLincoln FinancialVice President, Relationship ManagementJeremy RossAssociate Sponsor
12/16/25, 1:59 PMRossRotatoriAllianz LifeVice President - Head of ETF Strategic Relationships(not set)Complimentary Sponsor Staff Badge
1/7/26, 12:23 PMJimRothAscentix PartnersPartnerJimGuest
1/9/26, 3:00 PMJosephRothEagle Point Securities, LLCPresidentJoseph RothComplimentary Sponsor Staff Badge
1/12/26, 1:55 PMLarryRothAscentixFounder and Managing PartnerLarry RothComplimentary Sponsor Staff Badge
12/19/25, 7:36 AMBrianRubinEversheds SutherlandPartnerBrian RubinComplimentary Sponsor Staff Badge
1/29/26, 12:11 PMDavidRutizStorylineAssociateDavid RutizComplimentary Sponsor Staff Badge
10/15/25, 7:40 AMRogerRuzAmeritas Investment Company, LLCVice President - Sales Supervision(not set)Firm Member
10/28/25, 11:15 AMTimRyderFirst Command Financial Services, IncSVP, Wealth Solutions.(not set)Council Member